Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Wealth Builder vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Wealth Builder
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.42%
11.42%
6 Months
4.79%
35.03%
1 Year
−0.59%
37.21%
3 Years
11.57%
27.05%
5 Years
13.86%
21.76%
Since Inception
15.96%
19.33%
Fund Age
5 yrs 5 mo
6 yrs 10 mo
AUM
₹45.81 Cr
₹2,975 Cr
Alpha – 1 Year
−5.31%
23.77%
Alpha – 3 Years
−0.52%
6.78%
Information Ratio – 3 Years
-0.06
5.24
Volatility – 1 Year
21.96%
18.59%
Volatility – 3 Years
17.35%
19.39%
Beta – 1 Year
1.19
1.23
Beta – 3 Years
1.00
1.12
Sharpe Ratio – 1 Year
-0.16
1.44
Sharpe Ratio – 3 Years
0.42
0.98
Worst Rolling Year
10.84%
-6.18%
Value at Worst Rolling Year
₹1.11 Cr
₹0.94 Cr
Deepest Drawdown
−22.24%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
22.71%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 23% · M 4% · S 73%
—
Number of Stocks
16
14
Portfolio P/E
22.00
25.70
Top 5 Holdings
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%